James Barry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 22 years, having joined from Merck & Company's Vaccine Division where he gained experience in Corporate Finance and Strategic Planning. James assists a diverse client base including families, individuals, and institutions, focusing on tailored financial solutions that reflect each client's unique circumstances and goals. His expertise encompasses areas such as college education planning, executive compensation, legacy and philanthropic planning, tax minimization, and retirement income. James and his team prioritize understanding clients' needs to provide comprehensive service. He holds a Bachelor's Degree from Boston University and a Master's Degree from Rice University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). James is actively involved in his community, serving as Treasurer on the Chapin School Board of Trustees, Co-Chair of Rice University 360 since 2017, and Co-Chair of Rutgers University's BIG IDEAS Campaign. He lives in New Hope, PA, and Naples, FL with his family. His personal interests include baseball, golf, travel, music, reading, and spending time with his family.

Katherin Romero is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1996 and co-founded the Lugones & Romero Group. In her role, she assists clients and businesses in managing their wealth through a comprehensive approach that begins with listening to client needs and ensuring strategies align with their goals. Katherin serves a diverse clientele, including executives, retirees, entrepreneurs, and those in transition, focusing on areas such as family wealth management, personal retirement planning, legacy planning, and tax minimization. Katherin holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Pennsylvania State University. Recognized for her professional achievements, she has been named multiple times to the Forbes "America's Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists, and to the Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list. She is a past president and member of the Junior League of Greater Princeton. Fluent in Spanish, Katherin and her husband reside in Bucks County, Pennsylvania, with their two children. Outside of her professional commitments, she enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family. She is involved in community organizations including Rise, Arm and Arm, and HomeFront.

Nicholas Mcfadden is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Bank of America, JPMorgan Chase, PNC, and Wells Fargo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Fahey Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management in Bedminster, NJ. He serves a diverse clientele including executives, healthcare professionals, retirees, and business owners. James brings decades of experience and is a U.S. Navy veteran. His expertise includes navigating retirement planning, managing concentrated stock positions, addressing equity compensation issues, and handling complex wealth planning decisions. As a Certified Plan Fiduciary Advisor (CPFA), he also advises retirement plan sponsors and fiduciaries on plan governance and best practices. James holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Life Underwriter (CLU), and Retirement Accredited Financial Advisor (RAFA). James earned an Accredited Certificate from the College for Financial Planning. He is a member of the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. His community involvement extends to institutions such as Blair Academy, Fordham University, Lafayette College, and Lehigh University.

Daniel Botero Torres is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. His prior experience includes work at the University of Miami and Chick-Fil-A. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory programs with financial product sales.

Jean Hughes is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Merrill since 2004. Outside of her advisory role, she has a non-investment related gas lease agreement on property jointly owned with her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Usman Shabbir is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding high-net-worth families and institutions through comprehensive wealth management and treasury strategies. Usman focuses on personalized financial planning, appropriate investment solutions, and long-term growth to provide clarity and confidence in complex financial landscapes. His expertise includes equity compensation services, family wealth management strategies, portfolio management, tax minimization, retirement income planning, and managing new wealth. Usman holds a Master’s Degree from Saint Mary’s College of California and a Bachelor’s Degree from the California State University System. He also holds the designation of Personal Investment Advisor (PIA). Usman participates in community service, volunteering with organizations such as the Food Banks of Bay Area. Outside of work, he enjoys adventure sports, basketball, biking, boxing, golfing, spending time with his family, and watching movies.

Sara Smedley is a CFP® and ChFC® with 11 years of industry experience, currently serving at LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with sales of financial products and employs a variety of investment strategies supported by internal research and third-party portfolio managers.

Christopher Dodds is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, Mid Atlantic Resource Group, Minnesota Life Insurance Company, and Securian Financial Services. He has been with Merrill since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Frank Fata is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jigar Shah is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he partners with high net worth individuals and their families to identify their financial goals and collaboratively develop strategies to achieve them. His approach emphasizes listening and understanding clients' needs and concerns to build meaningful relationships. Prior to his current position, Mr. Shah worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2020. He holds a California Insurance License, supporting his expertise in financial planning and insurance solutions. Outside of his professional work, Mr. Shah has interests in football, golf, movies, and traveling.

Evan Kendis is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing personalized financial advice and wealth management strategies since 2005. He specializes in working with small business owners and corporate executives, offering expertise in retirement planning, concentrated stock diversification, and sophisticated income strategies. His work includes advising on defined-benefit, defined-contribution, and SEC Rule 10b5-1 plans. Evan holds a bachelor's degree from The College of New Jersey and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves clients in various areas such as college education planning, family wealth management, philanthropic planning, socially responsible investing, and special needs planning. Evan is fluent in English and Spanish. Residing in Basking Ridge, New Jersey, Evan lives with his wife, Lori, and their three sons, William, Andrew, and Matthew. Outside of his professional work, he enjoys cooking, fishing, music, and reading. His planning approach emphasizes collaboration with clients to create personalized financial strategies designed to help pursue their goals.

Michael Tillberg is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes twelve years at Scottrade, Inc. and brief roles at Wells Fargo Bank and Wells Fargo Clearing. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Oluwaseun Abiona is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Abiona held positions at DoorDash, U-Haul, and the New Jersey Department of Health, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Justin Pope is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill Lynch and Bank of America since 2017. Outside of his advisory work, Pope also works as a freelance voice talent. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Matthew Glass is a Series 66-credentialed financial advisor with 14 years of industry experience. He currently works at LPL Enterprise, LLC and has prior experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs, model portfolios, and access to third-party asset management.

David Sabol is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has worked with Merrill since 2002, including a brief tenure at BOFA Securities in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Thomas Hoagland is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory work, he serves as a board member for Cobblestone Country Club in Lawrence Township, New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Charles Quatrocchi is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.